dcsimg

Career Story: Project Manager For A Financial Planning Company

Project Manager For A Financial Planning Company

Job Title: Project Manager

Type of Company: I work for a financial investment firm that manages mutual funds and services personal investments and 401K and 529b plans as well. We also provide financial planning services.

Education: BS, Accounting, Bryant College (Smithfield, RI) •• MBA, Bentley College (Waltham, MA)

Previous Experience: I've worked as a project manager in the IT departments of several companies over the past fifteen years. These companies have been in the financial, consulting and software businesses.

Job Tasks: I report directly to senior management and am responsible for managing a wide range of security and financial IT projects. I manage multiple high visibility projects simultaneously. I work with members of our senior leadership team to develop integration strategies, prioritize development efforts, and execute our roll-out plans.

I have managed a wide range of information security projects and created technical specifications, maintained project schedules and hired many business analysts and project managers to my teams.

I have led several initiatives involved in implementing a strategic offshore solution. These projects resulted in $15M annual savings and a more productive global presence integral to my company's IT efforts.

I have managed client relationships with large clients and organized cross-matrix teams to resolve major issues and get client approval to move them to standard customer support operations. These solutions contributed to a high customer satisfaction rating for our team.

One time, I managed an extremely hostile team and implemented new processes to integrate this newly acquired business unit. These efforts resulted in $2M in savings for my organization and got me a nice bonus. :-)

I am most often assigned to fix projects where other project managers have failed. I then resolve complex issues that can be very very challenging at times.

So, as you can see, depending on the project I am assigned to, my work can vary widely.

Best and Worst Parts of the Job: The best part of my job is the variety that comes with being assigned to new projects. As a technical person, I enjoy getting assigned to a project that requires me to program. For example, I developed a resource management tool that became a central tool for senior management. I also love problem resolution. Most people shy away from it. Recently, I was a team manager and change agent for an internal security project where I directed 25 people. It was my job to address personnel changes, introduce process improvements, and work closely with the team to encourage team building strategies.

I hate writing status reports that no one reads.

Job Tips:
1. Get your Project Manager Program (PMP) certificate.

2. Learn to be team builder. Listen first always. Speak only after having thought out what you will say.

3. Write every email as if it was to be made public to the entire company. Check for spelling, form and accuracy. If you can't do that, then don't send the email.

4. Know your company's policies. Ignorance of the law -- or in this case, a policy -- is no excuse.

5. Keep yourself current with the new development tools.

Additional Thoughts: Take your job seriously. Many young people don't "get it" till their third or fourth job. By then, they are wiser but also older. Get wise younger and reap the benefits sooner.

Popular Schools offering Information Technology Project Management Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

There's still time to apply to Grand Canyon University and pursue your education. Learn more today!

  • Programs: M.B.A. with an Emphasis in Project Management, B.S. in Business Information Systems, B.S. in Applied Business Information Systems, more...
  • Degrees: Master, Bachelor
  • Programs: Master - Information Technology Management, Master - Project Management, BS - Management Information Systems and Business Analytics, more...
  • Degrees: Master, Bachelor

You've found Ashford University, where school comes to you. Earn your bachelor's or master's degree online.

  • Programs: BA/Project Management, BA/Public Relations and Marketing - Project Management, MA/Organizational Management - Project Management, more...
  • Degrees: Bachelor, Master

As a student at South University, Online Programs, you will receive the same quality instruction, variety of learning options and level of service found at the campus locations.

  • Programs: Information Systems & Technology: Information Security Studies (MS), Information Technology (BS)
  • Degrees: Master, Bachelor
ABCO Technology
Los Angeles

ABCO Technology is an accredited computer training academy that offers diploma programs for individual students, professionals and companies to learn different areas of Information technology and seek gainful employment.

  • Programs: PMP, Project Management, CompTIA IT Project+ , more...
  • Degrees: Certificate

Earn your graduate degree online with Northcentral University.

  • Programs: MS Organizational Leadership - Project Management
  • Degrees: Master

See What’s Possible When You Earn a Degree at Florida Tech 100% Online

  • Programs: Mini MBA Certificate/Information Technology Management, Associate of Science in Computer Information Systems, Master of Science in Information Technology /Database Administration, more...
  • Degrees: Certificate, Associate, Master

You’re serious about success. With your busy schedule and the desire to move your career forward, you can earn an accredited associate, bachelors or master’s degree at a pace that works for you anywhere, anytime, 24/7.

At AIU, the Serious U, you can get started to get ahead.

  • Programs: Master's (MIT) - IT Project Management, Bachelor's (BIT) - Information Assurance and Security, Master of Science in Information Technology
  • Degrees: Master, Bachelor
Unitek College
Fremont, San Jose

Unitek College™ is a privately held vocational school dedicated to helping you gain the skills needed to advance your career or begin a brand new career. 

  • Programs: Information Technology
  • Degrees: Certificate

Making the decision to earn your degree and pursue your career goals could be the best decision you ever make. Enroll at ECPI University and you’ll join a collaborative and fostering learning environment, surrounded by faculty and staff who are there to support you through the entire process.

 

  • Programs: IT Management - Bachelor's, Cyber and Network Security - Bachelor's, Network Security - Associate's
  • Degrees: Bachelor, Associate
Matching School Ads

Additional Career Stories for Computer Systems Managers

The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.

All Types

You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Computer Systems Managers, including:

Back to Top
SPEAK TO AN ADVISOR 1.844.285.6104